ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Boston
24yrs

Steven Michael Benzing

Financial advisor at John Hancock Personal Financial Services

Boston, MA 02116ChFCTop 20% by experience at John Hancock Personal Financial ServicesFiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2003)
How that compares ?Top 20% by experience at John Hancock Personal Financial Services
Office200 Berkeley Street, Boston, MA 02116
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through John Hancock Personal Financial Services

Financial planningInvestment management for individuals and small businessesEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. 2019 – now
    John Hancock Personal Financial Services, LLCCurrent firm
  2. 2014 – 2018
    Trustage Investment ManagementPreviously
  3. Feb 2014 – Feb 2014
    Cuna Brokerage Services, Inc.Previously
  4. Jun 2012 – Jan 2014
    LPL Financial LLCPreviously
  5. 2007 – 2012
    Cuna Brokerage Services, Inc.Previously

Questions to ask Steven

Tailored to Steven’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Steven

How do I contact Steven?

Call John Hancock Personal Financial Services at 617-572-0109 and ask for Steven Michael Benzing. Steven works from the Boston, MA office.

How long has Steven been a financial advisor?

Steven has been in the industry since 2003, about 24 years. Top 20% by experience at John Hancock Personal Financial Services.

What licenses does Steven hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Steven a fiduciary?

Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Steven paid?

John Hancock Personal Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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